Vision Point Advisory Group, LLC Spdr Portfolio Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 27,837 shares of SPYG stock, worth $2.89 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
27,837
Previous 20,915
33.1%
Holding current value
$2.89 Million
Previous $1.99 Million
45.96%
% of portfolio
0.62%
Previous 0.46%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,336Shares Held
318MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio